Duplicate a Placement Record

Created by Chris Rowe, Modified on Tue, 3 Mar at 9:51 AM by Chris Rowe

1. Introduction

Once logged in you will see your main dashboard.

Introduction

2. Open Quick Links Menu

click the quick links menu

Open Quick Links Menu

3. Click "Search for a Placement"

click in the search for a placement box

Click 'Search for a Placement'

4. Select Student Placement Record

Type the student's name to filter placement records matching the entered name. Select the placement you want to duplicate from the drop-down. This will open up the placement record.

Select Student Placement Record

5. Start Placement Duplication

In the student placement record on the top right click on the duplicate button.

Start Placement Duplication

6. Enter New Student Name

This will bring up a pop-up box. type in the name of the student you want to duplicate this placement for

Enter New Student Name

7. Input New Student Name

Select from the search drop down to assign the duplicated placement to them.

Input New Student Name

8. Confirm The Duplication

Click yes to proceed with duplicating the placement record.

Confirm The Duplication

9. Confirm New Details

One duplicated you can click on the learner or employer table. To review or edit the information linked with the duplicated placement. And make any changes necessary for the new students placement.

Confirm New Details


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article